CRM Job Vacancies in Andheri West

Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product teamMust Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentationDesired Candidate Profiles Candidate Should have a minimum 6 month- 4 years years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation.Location- Across Mumbai, Maharashtra

Responsibilities*Research potential clients and build a pipeline of qualified leadsContact potential clients by phone, email, or in person to schedule appointments and discuss their needsAssist clients in understanding the real estate market and our propertiesConduct tours of our properties and answer any questions clients may haveFollow up with clients and nurture ongoing relationships to ensure their needs are metWork closely with our sales team to identify opportunities and develop effective sales strategiesUse CRM software to maintain accurate records of client interactions and progress through the sales process.RequirementsProven experience in pre-sales or a similar roleExcellent communication and interpersonal skillsStrong organizational and time-management skillsAbility to work independently and as part of a teamSelf-driven with a results-oriented approach to workFamiliarity with real estate and/or property managementProficiency in MS Office and CRM software

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Sales : Handle property enquiries and generate leads through calls, whatsapp, website and other lead sources. Understand customer requirements and explain project details, pricing, payment plans and offers. Follow-up with prospective customers and schedule site visits. Conduct regular follow-ups after site visits and convert leads into bookings. Achieve assigned sales and bookings targets. Maintain and update lead status and sales pipeline. Manage the entire sales process from enquiry, registration to post sales support. Preparing marketing plans for product awareness Maintain reports of walk in customers, receipt, collections, customer database Prepare promotion plans timely for building potential leads. Identify new markets and business opportunities.CRM : Maintain Customer and booking details. Handle customer queries and provide timely updates. Coordinate with sales, accounts, legal, projects and site teams. Follow-up for payments, KYC and required documents. Coordinate for agreement, registration and possession related formalities including preparation of handover kits. Handle customer complaints and coordinate for resolution. Maintain customer records and prepare basic CRM/MIS reports. Understand client requirements, preferences, budget and project timelines. Maintain updated database of clients. Develop and maintain strong relationships with clients. Handling home loan procedure of clients. Gather customer feedback and communicate to respective department. Ensure a pleasant customer experience with on time delivery and clear constant communication. Managing the collections and recovery of receipts before deadline. Ability to analyse data from the CRM to identify trends, generate insights and improve customer experience. Manage the society handover procedures.

We are looking for a CRM Executive to join our team in Andheri East. This is a full-time position suitable for fresh graduates or those with up to one year of experience.Key Responsibilities:- Manage Customer Relationships: Maintain and nurture relationships with clients to enhance customer satisfaction and loyalty.- Data Entry and Management: Accurately enter and update customer information in the CRM system to ensure data integrity and accessibility.- Support Sales and Marketing Teams: Collaborate with these teams by providing them with customer insights and data that can help improve their strategies and outreach.- Respond to Customer Inquiries: Address customer questions and concerns promptly and effectively, providing excellent service to maintain a positive company image.- Monitor Customer Feedback: Collect and analyze customer feedback to identify areas for improvement in service and product offerings.Required Skills and Expectations:Candidates should have a B.Sc degree and possess strong communication skills to effectively interact with customers and team members. Basic knowledge of CRM software would be an advantage. Attention to detail is crucial, as this role involves managing significant amounts of customer data. Adaptability and a willingness to learn are also important, as the candidate will be working in a dynamic environment. A proactive attitude towards problem-solving and a desire to contribute to team goals will be highly valued.

NOTE: Candidate Must Have experience in CRM migration and implementation with HubSpot/ Salesforce/ Zoho CRM / PipedriveJob Roles to perform in the company:_ It will be a contract base role for 6-9 months _ Integrate internal systems with HubSpot._ Set up and implement attribution models in alignment with managements requirements._ Assist in setting up reports and dashboards according to stakeholders needs and requirements._ Train and support sales teams in the effective use of HubSpot._ Provide ongoing support and guidance to address any issues and ensure smooth operation._ Troubleshoot, identify, and fix errors._ Manage the integration of Internal Business Unit in the CRM (Pipedrive) with HubSpot._ Train the CRM Internal team on operations.The applicant must have: _ Proven experience of at least 4 Years in CRM migration and implementation with HubSpot._ Experience with any one CRM systems such as HubSpot, Salesforce, Zoho CRM, or Pipedrive will be an added advantage._ Operated in B2B sales environments comparable in size to Affinity. _ Comprehensive understanding of multi-business ad network environments. _ Proficiency in integrating various internal systems with CRM platforms. _ Excellent analytical, troubleshooting, and problem-solving skills. _ Experience in training and supporting sales teams. _ Strong communication skills. _ Available to commit to a 69-month engagement.Contact PersonAlina Khan9137857510alinamayvent@gmail.com

Should have good business communication skill-Oral and Written Highly Energetic, helpful, and cordial approach with abilities to meet customer requirements Creating customer delight experience while on boarding new customers Ensure timely completion of tasks given by head and management Coordination with bankers, channel partners, internal team, and other departments Replying to customers via email, messages, etc. Ensuring timely collection of payment, following up with customer and banker for the sanction letter and disbursement Making Agreements, Demands, NOC, and other related documents Act as a single point of contact (SPOC) between organization and the customer, Interacting with the clients and channel partners on a regular basis & resolving their queries, complaints & handling all client relations, handling customer queries for better customer satisfaction

Sales: Pitch projects to walk-in clients, handle inquiries, and convert leads into bookings CRM: Work closely with CRM, payment follow-ups, and other follow-ups Customer service: Interact with customers to understand their needs and maintain smooth communication

Sales: Pitch projects to walk-in clients, handle inquiries, and convert leads into bookings,Daily Interaction with Channel Partner and create leads and convert in Sales CRM: Work closely with CRM, payment follow-ups, and other follow-ups Customer service: Interact with customers to understand their needs and maintain smooth communication

About the role: Monitor relationships with existing customers through CRM systems Ensure the CRM system provides an effective sales funnel Develop and implement marketing techniques that will drive new customers Plan and manage Welcome Email, calls, escalations, handover/possession etc Suggest new methods to address customers needs Track marketing metrics and trends, like conversion rates Assist with organizing promotional events to reach prospective customersQualifications: Technical expertise with CRM and analytical systems Strong communication skills along with a customer-oriented attitude Graduate, MBA or PG in relevant field with 2-5 years of experience

Roles & Responsibilities:Make outbound calls to leads received through Justdial and other sources.Generate new business opportunities and acquire new customers.Explain company products and services to prospective clients.Follow up with leads and convert inquiries into sales.Maintain customer records, call logs, and daily activity reports.Coordinate with the sales team for order processing and closure.Build and maintain strong customer relationships.

A customer relationship management (CRM) specialist manages a company's technology to improve marketing. Their responsibility is to maximize the efficiency of the CRM data and software to improve customer care. They are the liaison between employees and the CRM software.

1. Coordination & meeting with the clients for payment collection of assigned project.2. Updating Recovery reports with payment received and balance payments & CollectionReport of Unit, GST, Development, Maintenance.3. Prepare Registration formalities and Agreement Draft of booked customers for registration.4. Prepare System generated Demand letters, Reminder letters, Final Reminder letters,Cancellation letters, Welcome letter / Allotment letter etc.5. Cheque hand over to admin for deposit purpose.6. Documents hand over to admin for signature.7. Clients payment NEFT confirmation, Cheque deposition mails to accounts teams.8. Follow up with the account team for payment clearance in CRM.9. Prepare Payment receipts for the payments done by the client.10. Prepare System generated Possession & Declaration letter for clients whose 100% paymentis received, and accounts confirmation is received.11. Scanning, Printing, Filing the documents given to client.